Institutional Ownership Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR). We have compiled data on the 443 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,001
shares
|
$244,924
0.03% of portfolio
|
Q4 2024
Added 144.88%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$244,899
0.02% of portfolio
|
Q4 2024
Added 73.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,751
shares
|
$238,801
0.03% of portfolio
|
Q4 2024
Added 103.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$238,091
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,562
shares
|
$234,173
0.0% of portfolio
|
Q4 2024
Added 156.63%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
9,548
shares
|
$233,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,523
shares
|
$233,218
0.0% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,505
shares
|
$232,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,404
shares
|
$230,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,320
shares
|
$228,246
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,262
shares
|
$226,826
0.01% of portfolio
|
Q4 2024
Added 187.91%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,162
shares
|
$224,377
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
9,054
shares
|
$221,732
0.08% of portfolio
|
Q4 2024
Added 161.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,948
shares
|
$219,136
0.0% of portfolio
|
Q4 2024
Added 83.66%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
8,910
shares
|
$218,205
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,909
shares
|
$218,181
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$216,026
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,807
shares
|
$215,683
0.0% of portfolio
|
Q4 2024
Reduced 99.57%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
8,761
shares
|
$214,556
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,728
shares
|
$213,748
0.09% of portfolio
|
Q4 2024
Added 62.71%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$212,695
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,600
shares
|
$210,614
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,541
shares
|
$209,169
0.57% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,436
shares
|
$206,597
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,425
shares
|
$206,328
0.02% of portfolio
|
Q4 2024
Added 61.74%
|